Catalyst-driven trades in public markets, sometimes structured as options around policy and macro events. Angel and SPV checks into early-stage private companies. Thesis written before entry. Wins, losses, and walk-aways all live in the log.
Not a fund. Not investment advice. Read it the way you would read another investor's notebook, posted in public because writing in public sharpens the work.
Reach me at vishak@froskr.com.